Filed February 21, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER, SMIT Service code 15 · EIN 13-5674085 | Recordkeeping | $9,348 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,233 | $45,324+158.7% | $122,332-4.2% | $69,631+68.4% |
| Participation rate | 90.2% | 59.9%+30.3pp | 71.6%+18.6pp | 70.7%+19.5pp |
| Annual return | 14.73% | 25.35%-10.6pp | 30.27%-15.5pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,420 | $1,230+178.1% | $4,050-15.6% | $2,032+68.3% |
| Participant deferral / active EE | $5,478 | $2,367+131.4% | $3,287+66.7% | $3,224+69.9% |
| Admin fee / account holder | $11 | $87-87.1% | $5,478-99.8% | $110-89.9% |